FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

75 hedge funds and large institutions have $83.9M invested in Franklin Limited Duration Income Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
27
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$10.4M
2
COLIM
City of London Investment Management
United Kingdom
$2.6M
3
API
Advisor Partners II
California
$1.34M
4
AA
AQR Arbitrage
Connecticut
$2.3M
5
SCM
Saba Capital Management
New York
$1.12M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.63M
2
BCI
Brinker Capital Investments
Pennsylvania
$2.78M
3
OPS
Orion Portfolio Solutions
Nebraska
$2.78M
4
WAM
Wolverine Asset Management
Illinois
$46.2K
5
SFS
Shaker Financial Services
Virginia
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
76
Farther Finance Advisors
California
$1.33K +$1.33K +219 New
LSC
77
Logan Stone Capital
Illinois
– -$446K -72,169 Closed
CAG
78
Csenge Advisory Group
Florida
– -$116K -18,724 Closed
UB
79
UMB Bank
Missouri
– -$8.44K -1,366 Closed
EWA
80
EverSource Wealth Advisors
Alabama
– -$161 -26 Closed
1 2 3
4